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Auburn Hills Today
By the People, for the People
Stellantis Outlines 2026 Priorities After 'Reset' Year
Automaker reports improved H2 2025 performance, plans to share new strategic plan at May investor day.
Published on Mar. 2, 2026
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Stellantis executives used the company's full-year 2025 results call to frame the year as a 'reset,' while pointing to a return to top-line growth in the second half and outlining priorities for execution in 2026. Chief Executive Officer Antonio Filosa and Chief Financial Officer Joao Laranjo emphasized customer-driven product decisions, improved operational discipline, and a push to restore profitable growth.
Why it matters
As one of the world's largest automakers, Stellantis' performance and strategic direction have significant implications for the global automotive industry. The company's 'reset' in 2025 and plans for 2026 provide insight into how it is adapting to shifting customer preferences, regulatory changes, and competitive pressures.
The details
Stellantis reported consolidated shipments of 5.5 million units in 2025, up 1%, with increases in South America, North America, and the Middle East and Africa. Net revenues were EUR 153 billion, down 2% year-over-year. The adjusted operating income (AOI) margin was negative 0.5%. Industrial free cash flow was negative EUR 4.5 billion for the full year, but improved in the second half. Management cited 'strong inventory discipline' and described stock increases as aligned with sales growth and new product launches.
- Stellantis reported full-year 2025 results on March 3, 2026.
- The company plans to share a new strategic plan at its Investor Day on May 21, 2026.
The players
Antonio Filosa
Chief Executive Officer of Stellantis.
Joao Laranjo
Chief Financial Officer of Stellantis.
Ed Ditmire
Head of Investor Relations at Stellantis, who will be succeeded by Charles Creasman after a transition period.
Stellantis N.V.
A global automotive manufacturer formed through the merger of Fiat Chrysler Automobiles (FCA) and Groupe PSA, with a portfolio of well-known brands including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, Fiat, Jeep, Maserati, Opel, Peugeot, Ram and Vauxhall.
What they’re saying
“We must not let individuals continue to damage private property in San Francisco.”
— Robert Jenkins, San Francisco resident (San Francisco Chronicle)
“Fifty years is such an accomplishment in San Francisco, especially with the way the city has changed over the years.”
— Gordon Edgar, grocery employee (Instagram)
What’s next
Stellantis plans to share a new strategic plan at its Investor Day on May 21, 2026, where management said it would provide additional detail on investments, brand portfolio topics, and the company's execution roadmap.
The takeaway
Stellantis' 'reset' in 2025 and plans for 2026 highlight the automaker's efforts to adapt to shifting market dynamics, regulatory changes, and competitive pressures by refocusing on customer-driven product decisions, improved operational discipline, and a push to restore profitable growth.
